Mesirow Financial
353 North Clark Street,
Chicago, 60654, IL,
United States
Chicago, 60654, IL,
United States
1 312-595-6000
Banking and Financial Services
Mesirow Financial Technographics
Mesirow Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Mesirow Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 900 Mesirow Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Mesirow Financial has purchased the following applications: Infor Lawson for ERP Financial in 2001, UKG Pro Payroll (ex Ultipro Payroll) for Payroll in 2014, Microsoft Power BI for Analytics and BI in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Mesirow Financial is running and its propensity to invest more and deepen its relationship with Infor , SAP , UKG or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Mesirow Financial revenues, which have grown to $80.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Mesirow Financial intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Mesirow Financial Tech Stack and Enterprise Applications
Mesirow Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor Lawson | ERP Financial | ERP | n/a | 2001 | 2001 |
In 2001, Mesirow Financial implemented Infor Lawson. Infor Lawson is used as an ERP Financial application to centralize accounts payable and payment processing workflows across the firm.
The implementation configures Infor Lawson to support a weekly check run and to process invoices into the Infor Lawson accounting ledger, including entry of wire and foreign invoice payments. Routine operational modules include invoice processing, payment processing, cash application of online vendor payments, and preparation of the weekly check payment analysis report, with functional control over vendor inquiries and reconciliation of invoice discrepancies.
The environment integrates document imaging through the Perceptive ImageNow system and expense audit workflows tied to Concur expense for employee T and E reimbursement reviews, demonstrating direct integration points between Infor Lawson, ImageNow, and Concur expense. Operational responsibilities extend to maintaining an employee parking worksheet on behalf of the Facilities Department, resolving vendor payment questions, and monitoring payment status of accounts.
Governance and rollout activities emphasize training of team members and end users, plus periodic audits of expense reimbursements processed via Concur expense, establishing control and accountability for accounts payable and payment processing. The deployment situates Infor Lawson as the core ERP Financial ledger for accounts payable and treasury adjacent workflows at Mesirow Financial.
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Expense Management | ERP |
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2015 | 2015 |
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Mesirow Financial HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Ceridian Dayforce Payroll | UKG Pro Payroll (ex Ultipro Payroll) | Payroll | HCM | n/a | 2014 | 2014 |
In 2014, Mesirow Financial implemented UKG Pro Payroll (ex Ultipro Payroll) as its Payroll platform, replacing Ceridian Dayforce Payroll. The initiative was executed inside the Payroll Department and explicitly covered payroll processing, employment tax administration, general ledger posting, and employee benefits payroll flows.
Configuration work focused on establishing department organization and structure management inside UKG Pro Payroll (ex Ultipro Payroll), configuring employment tax logic and tax table management, and mapping payroll outputs to the corporate general ledger. System administration responsibilities included maintenance of deduction and benefit codes and ongoing configuration of pay cycles and payroll rules to align with HR and finance policies.
Integrations and operational coverage were explicit and role based, the payroll system was connected operationally to Concur for expense reimbursements with a named system administrator overseeing Concur interactions, and the Corporate American Express program was managed by a program administrator linked to payroll reconciliation processes. The implementation impacted Payroll, HR, and Finance functions across Mesirow Financial, which had approximately 900 employees at the time, and required cross-functional coordination between compensation, benefits, and accounting teams.
Governance and rollout were led by an internal team lead who managed the conversion from Ceridian Dayforce Payroll to UKG Pro Payroll (ex Ultipro Payroll), including data conversion activities and validation workflows, and established role based access and operating procedures for payroll operations. Ongoing operational ownership combined payroll administration, expense reimbursement administration, and corporate card program administration within the payroll and finance governance model.
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Workforce Analytics | HCM |
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2014 | 2014 |
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Mesirow Financial Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2017 | 2018 |
In 2017, Mesirow Financial implemented Microsoft Power BI to deliver Analytics and BI capabilities across the firm. The deployment used Microsoft Power BI service and Power BI Desktop with centralized semantic data models built on SQL Server sources, consolidating existing reporting artifacts from SQL Server Reporting Services, QlikView extracts, and Salesforce data exports. The architecture emphasized published datasets, scheduled refreshes, and role based security to support governed self service reporting.
Functional modules included interactive dashboards for finance and sales performance, operational reports and paginated reporting to preserve SSRS style outputs, and ad hoc analyst workspaces for exploratory analysis. Implementation scope covered finance, risk and sales business functions within the United States organization, with configuration of dataset ownership and row level security to enforce data governance. The team leveraged advanced SQL skills and Excel analysis practices to author data models and to transition existing SSRS and QlikView reporting content into Microsoft Power BI.
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Mesirow Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Mesirow Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Mesirow Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2013 | 2013 |
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Mesirow Financial IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Mesirow Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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Vice President, Business Intelligence and Operations | VP | IT | |
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Senior Vice President of Enterprise Applications & Shared Services | VP | IT | |
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VP Application Development | VP | IT | |
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Vice President, Institutional Sales and Trading | VP | Sales | |
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Vice President, Head of Strategic Sales | VP | Sales | |
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Vice President - Institutional Sales & Marketing | VP | Marketing | |
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Chief Operating Officer | CXO | Finance | |
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Chairman and CEO | CXO | Finance | |
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Vice President Of Business Development | VP | Sales | |
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Vice President, Benefits and HRIS | VP | HR | |
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Assistant Vice President, Sr HR Business Partner | VP | HR | |
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HR Business Partner | Manager | HR | |
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Apps Being Evaluated by Mesirow Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Mesirow Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Mesirow Financial digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Mesirow Financial Technographics
Mesirow Financial is a Banking and Financial Services organization based in United States,
with around 900 employees and annual revenues of $80.0 million.
Mesirow Financial operates a diverse technology stack with applications such as
Infor Lawson, UKG Pro Payroll (ex Ultipro Payroll) and Microsoft Power BI,
covering areas like ERP Financial, Payroll and Analytics and BI.
Mesirow Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, UKG and Microsoft.
Mesirow Financial recently adopted applications including
Cisco Webex Meetings in 2021, Zoom in 2021 and Microsoft 365 in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Mesirow Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Mesirow Financial’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Mesirow Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.